CIK: 0001661149
申报总市值
US$1.2亿
仅显示前 200 大持股（共 447 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 5.56% | — | -0.18% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.67% | — | -18.83% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.11% | — | +1.74% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | — | -1.03% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.87% | — | +0.43% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.79% | — | +5.12% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.36% | — | +11.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | — | +2.77% | |
| 9 | HD | Home Depot INC | 股票-周期性消费 | 1.34% | — | +0.12% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.32% | — | +32.95% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | — | +60.07% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.26% | — | +13.09% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.13% | — | +65.22% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | +1.07% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | — | -2.30% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | — | +3.49% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | -11.50% | |
| 18 | AVDE | Avantis International Equity | ETF-其他 | 0.91% | — | +15.90% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | -0.81% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | -3.19% | |
| 21 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.80% | — | +4.55% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | — | +2.09% | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 0.66% | — | -9.55% | |
| 24 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.65% | — | +0.03% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | +1.61% | |
| 26 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.63% | — | -1.34% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.62% | — | +2.50% | |
| 28 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.61% | — | +0.84% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | +1.71% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.57% | — | -2.98% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | +0.46% | |
| 32 | EVRG | Evergy INC | 股票-公用事业 | 0.55% | — | +3.14% | |
| 33 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.54% | — | -0.70% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.54% | — | -0.49% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.54% | — | +21.28% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.50% | — | -0.65% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.50% | — | — | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.49% | — | -0.03% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.49% | — | -0.69% | |
| 40 | MCO | Moody's CORP | 股票-金融 | 0.44% | — | +0.78% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +0.37% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | — | +10.14% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.43% | — | -2.70% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.42% | — | +17.88% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.42% | — | -0.56% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +0.85% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.40% | — | +2.25% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | — | -2.66% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | -5.24% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | -7.02% |